Epstein File EFTA00598159: Memorandum and Professional (DS9)

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Epstein File EFTA00598159: Memorandum and Professional (DS9)

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This document is a guidance memorandum from the Board of Directors of the Council on Foundations addressing recommended best practices in managing foundation investments. The memorandum provides educational and professional guidance on foundation investment management practices, legal requirements, and disclaims that the information is not a substitute for expert legal, tax, or professional advice.

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RECOMMENDED BEST PRACTICES IN MANAGING FOUNDATION INVESTMENTS A Guidance **Memorandum** from the Board of Directors of the Council on Foundations Council on

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Purpose of this **Memorandum**: Best Practices in Foundation Investment Management Over and above the legal requirements and public scrutiny, stewards of foundation

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Legal Advice The information provided in this guidance **memorandum** is not a substitute for expert legal, tax, or other professional advice tailored to your